Tuesday links: one-year performance marks

Quote of the day

Eddy Elfenbein, “One-year performance marks for a stock or mutual fund are like won-loss records for pitchers — they really don’t tell you much. ”  (Crossing Wall Street)

Chart of the day

SPYTLT 0813 624x416 Tuesday links:  one year performance marks

Stocks and bonds have disengaged.  (All Star Charts)

Markets

What trade would hurt the most players at present?  (Above the Market)

Everyone is short Treasuries.  (Sober Look)

How important are long term Treasury yield trendlines?  (Minyanville)

Is the $VIX misunderstood?  (Business Insider)

Strategy

Should you bet on a September market decline?  (Mark Hulbert)

What is the best market to start trading?  (SMB Training)

How to use MLPs for estate tax purposes.  (Forbes)

Companies

Microsoft’s ($MSFT) problem “isn’t the present, it’s the future..”  (Slate)

Managing a monopoly is harder than it looks.  (Rational Irrationality)

Should Microsoft hand Bing over to Yahoo ($YHOO)?  (Eric Jackson)

Is Marissa Mayer the right CEO for Yahoo?  (Felix Salmon)

Finance

Executive stock options are getting swapped out for restricted stock.  (WSJ)

CEOs are retiring left and right.  (Quartz)

Bill Ackman is done with JC Penney ($JCP).  (Dealbreaker, Dealbook)

Why T. Rowe Price ($TROW) was right to ban certain 401(k) trades.  (NetNet)

ETFs

Not all low vol ETFs are built alike.  (Random Roger)

How leveraged loan ETFs have become full-fledged members of the shadow banking system.  (FT Alphaville)

The clutter of ETFs is making it difficult to sort among them.  (InvestmentNews)

Euroland

The Eurostock rally.  (Charts etc.)

Eastern Europe has served as a relative safe emerging markets haven.  (WSJ)

Economy

The American economy five years post-financial crisis.  (Bloomberg)

Case-Shiller continues to show increasing home prices.  (Calculated Risk, Pragmatic Capitalism)

20 optimistic charts.  (Calafia Beach Pundit)

Dylan Matthews, “College matters. It causes real, large increases in lifetime earnings, both for average students and those teetering between going and not going to college.”  (Wonkblog)

Earlier on Abnormal Returns

What you may have missed in our Monday linkfest.  (Abnormal Returns)

Mixed media

300 days with the iPad Mini.  (SplatF)

Mobile chat is the new e-mail.  (Pando Daily)

Vine is just another example of how technology changes the way we make and consume video.  (GigaOM)

Thanks for checking in with Abnormal Returns. You can follow us on StockTwits and Twitter.

Abnormal Returns is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amazon.com. If you click on my Amazon.com links and buy anything, even something other than the product advertised, I earn a small commission, yet you don't pay any extra. Thank you for your support.

The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.

blog comments powered by Disqus
  • Tadas ViskantaAbnormal Returns has over its seven-year life become a fixture in the financial blogosphere. Over thousands of posts we have striven to bring the best of the financial blogosphere to readers. In that time the idea of a “forecast-free investment blog” remains as useful as it did six years ago. More »

  • StockTwits Follow Abnormal Returns on StockTwits Follow Abnormal Returns on Twitter Follow StockTwits on Facebook Subscribe to Abnormal Returns RSS via Email Subscribe to Abnormal Returns RSS
  • Recent Posts

  • Archives

  • Join StockTwits
  • Get Updates!

    100% Privacy. We don't spam.